Support CenterE-filing returns with taxpayer ITIN and SSN mismatches
🔍 E-filing returns with taxpayer ITIN and SSN mismatches
According to the IRS, this return should be e-filed, even though there is a discrepancy in the use of the ITIN and an unrelated SSN.
The IRS would rather have the return filed this way than for the return to not be filed at all.
⚠️ Before You Begin
To e-file this return, you will need:
- The client’s ITIN
- The SSN the taxpayer actually used to claim wages for the job (so it matches the paper W-2 the IRS previously received)
📊 Step-by-Step Guide
Step 1: Enter the client’s ITIN on the Main Information Sheet
Use this when you need to send the correct ITIN into the return.
Enter the client's ITIN on the Main Information Sheet. The program sends this ITIN to the W-2.
Step 2: Override the SSN field on the W-2
Use this when the SSN needs to match the paper W-2 previously received by the IRS.
Override the SSN field on the W-2 with the SSN the taxpayer actually used to claim wages for that job, so it matches the paper W-2 that the IRS previously received.
Step 3: Create and transmit the e-file for this return
Use this when you are ready to submit the return to the IRS.
Create and transmit the e-file for this return.
✅ What to Expect
The return will not be rejected by the IRS for the ITIN and SSN mismatch.
📝 Note
If the taxpayer has a valid SSN but the employer put an incorrect SSN on form W-2, refer to for instructions.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form